Civic Intelligence

Permanens Capital LP

Plan context: Permanens Capital 401(K) Retirement Plan

EIN 03-0548850 • New York, NY • 21 filings • 5 plans

410 Park AvenueSuite 430New York, NY 10022
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,181,069

2024 Contributions

$614,133

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,181,069$1,590,535$0200520162024YearValue
$3,181,069Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110200520162024YearValue
21Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024221$3,181,069$614,133$29,244iApproximate average salary by contribution assumption: employee only about $731,111 at 4% or $487,407 at 6%; with 50% employer match about $487,407 at 4% or $324,938 at 6%; with 100% employer match about $365,555 at 4% or $243,704 at 6%.
Permanens Capital 401(K) Retirement Plan-21$2,250,935$264,133$12,578iApproximate average salary by contribution assumption: employee only about $314,444 at 4% or $209,629 at 6%; with 50% employer match about $209,629 at 4% or $139,753 at 6%; with 100% employer match about $157,222 at 4% or $104,815 at 6%.
PERMANENS CAPITAL CASH BALANCE PLAN-6$930,134$350,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
2023222$2,264,519$625,648$28,439iApproximate average salary by contribution assumption: employee only about $710,964 at 4% or $473,976 at 6%; with 50% employer match about $473,976 at 4% or $315,984 at 6%; with 100% employer match about $355,482 at 4% or $236,988 at 6%.
Permanens Capital 401(K) Retirement Plan-22$1,714,939$317,636$14,438iApproximate average salary by contribution assumption: employee only about $360,950 at 4% or $240,633 at 6%; with 50% employer match about $240,633 at 4% or $160,422 at 6%; with 100% employer match about $180,475 at 4% or $120,317 at 6%.
PERMANENS CAPITAL CASH BALANCE PLAN-5$549,580$308,012$61,602iApproximate average salary by contribution assumption: employee only about $1,540,060 at 4% or $1,026,707 at 6%; with 50% employer match about $1,026,707 at 4% or $684,471 at 6%; with 100% employer match about $770,030 at 4% or $513,353 at 6%.
2022214$1,459,582$605,475$43,248iApproximate average salary by contribution assumption: employee only about $1,081,205 at 4% or $720,804 at 6%; with 50% employer match about $720,804 at 4% or $480,536 at 6%; with 100% employer match about $540,603 at 4% or $360,402 at 6%.
Permanens Capital 401(K) Retirement Plan-14$1,233,582$379,475$27,105iApproximate average salary by contribution assumption: employee only about $677,634 at 4% or $451,756 at 6%; with 50% employer match about $451,756 at 4% or $301,171 at 6%; with 100% employer match about $338,817 at 4% or $225,878 at 6%.
PERMANENS CAPITAL CASH BALANCE PLAN-3$226,000$226,000$75,333iApproximate average salary by contribution assumption: employee only about $1,883,333 at 4% or $1,255,556 at 6%; with 50% employer match about $1,255,556 at 4% or $837,037 at 6%; with 100% employer match about $941,667 at 4% or $627,778 at 6%.
2021114$1,457,644$326,677$23,334iApproximate average salary by contribution assumption: employee only about $583,352 at 4% or $388,901 at 6%; with 50% employer match about $388,901 at 4% or $259,267 at 6%; with 100% employer match about $291,676 at 4% or $194,451 at 6%.
Permanens Capital 401(K) Retirement Plan-14$1,457,644$326,677$23,334iApproximate average salary by contribution assumption: employee only about $583,352 at 4% or $388,901 at 6%; with 50% employer match about $388,901 at 4% or $259,267 at 6%; with 100% employer match about $291,676 at 4% or $194,451 at 6%.
2020114$1,416,317$313,271$22,377iApproximate average salary by contribution assumption: employee only about $559,413 at 4% or $372,942 at 6%; with 50% employer match about $372,942 at 4% or $248,628 at 6%; with 100% employer match about $279,706 at 4% or $186,471 at 6%.
Permanens Capital 401(K) Retirement Plan-14$1,416,317$313,271$22,377iApproximate average salary by contribution assumption: employee only about $559,413 at 4% or $372,942 at 6%; with 50% employer match about $372,942 at 4% or $248,628 at 6%; with 100% employer match about $279,706 at 4% or $186,471 at 6%.
2019115$1,547,583$352,918$23,528iApproximate average salary by contribution assumption: employee only about $588,197 at 4% or $392,131 at 6%; with 50% employer match about $392,131 at 4% or $261,421 at 6%; with 100% employer match about $294,098 at 4% or $196,066 at 6%.
Permanens Capital 401(K) Retirement Plan-15$1,547,583$352,918$23,528iApproximate average salary by contribution assumption: employee only about $588,197 at 4% or $392,131 at 6%; with 50% employer match about $392,131 at 4% or $261,421 at 6%; with 100% employer match about $294,098 at 4% or $196,066 at 6%.
2018114$993,956$319,735$22,838iApproximate average salary by contribution assumption: employee only about $570,955 at 4% or $380,637 at 6%; with 50% employer match about $380,637 at 4% or $253,758 at 6%; with 100% employer match about $285,478 at 4% or $190,318 at 6%.
Permanens Capital 401(K) Retirement Plan-14$993,956$319,735$22,838iApproximate average salary by contribution assumption: employee only about $570,955 at 4% or $380,637 at 6%; with 50% employer match about $380,637 at 4% or $253,758 at 6%; with 100% employer match about $285,478 at 4% or $190,318 at 6%.
2017115$955,268$262,679$17,512iApproximate average salary by contribution assumption: employee only about $437,798 at 4% or $291,866 at 6%; with 50% employer match about $291,866 at 4% or $194,577 at 6%; with 100% employer match about $218,899 at 4% or $145,933 at 6%.
Permanens Capital 401(K) Retirement Plan-15$955,268$262,679$17,512iApproximate average salary by contribution assumption: employee only about $437,798 at 4% or $291,866 at 6%; with 50% employer match about $291,866 at 4% or $194,577 at 6%; with 100% employer match about $218,899 at 4% or $145,933 at 6%.
2016113$612,025$138,189$10,630iApproximate average salary by contribution assumption: employee only about $265,748 at 4% or $177,165 at 6%; with 50% employer match about $177,165 at 4% or $118,110 at 6%; with 100% employer match about $132,874 at 4% or $88,583 at 6%.
Permanens Capital 401(K) Retirement Plan-13$612,025$138,189$10,630iApproximate average salary by contribution assumption: employee only about $265,748 at 4% or $177,165 at 6%; with 50% employer match about $177,165 at 4% or $118,110 at 6%; with 100% employer match about $132,874 at 4% or $88,583 at 6%.
2015113$438,835$156,437$12,034iApproximate average salary by contribution assumption: employee only about $300,840 at 4% or $200,560 at 6%; with 50% employer match about $200,560 at 4% or $133,707 at 6%; with 100% employer match about $150,420 at 4% or $100,280 at 6%.
Permanens Capital 401(K) Retirement Plan-13$438,835$156,437$12,034iApproximate average salary by contribution assumption: employee only about $300,840 at 4% or $200,560 at 6%; with 50% employer match about $200,560 at 4% or $133,707 at 6%; with 100% employer match about $150,420 at 4% or $100,280 at 6%.
201419$287,526$91,703$10,189iApproximate average salary by contribution assumption: employee only about $254,731 at 4% or $169,820 at 6%; with 50% employer match about $169,820 at 4% or $113,214 at 6%; with 100% employer match about $127,365 at 4% or $84,910 at 6%.
Permanens Capital 401(K) Retirement Plan-9$287,526$91,703$10,189iApproximate average salary by contribution assumption: employee only about $254,731 at 4% or $169,820 at 6%; with 50% employer match about $169,820 at 4% or $113,214 at 6%; with 100% employer match about $127,365 at 4% or $84,910 at 6%.
201315$183,890$109,542$21,908iApproximate average salary by contribution assumption: employee only about $547,710 at 4% or $365,140 at 6%; with 50% employer match about $365,140 at 4% or $243,427 at 6%; with 100% employer match about $273,855 at 4% or $182,570 at 6%.
Permanens Capital 401(K) Retirement Plan-5$183,890$109,542$21,908iApproximate average salary by contribution assumption: employee only about $547,710 at 4% or $365,140 at 6%; with 50% employer match about $365,140 at 4% or $243,427 at 6%; with 100% employer match about $273,855 at 4% or $182,570 at 6%.
201214$68,083$68,083$17,021iApproximate average salary by contribution assumption: employee only about $425,519 at 4% or $283,679 at 6%; with 50% employer match about $283,679 at 4% or $189,119 at 6%; with 100% employer match about $212,759 at 4% or $141,840 at 6%.
PERMANENS CAPITAL 401(K) RETIREMENT PLAN-4$68,083$68,083$17,021iApproximate average salary by contribution assumption: employee only about $425,519 at 4% or $283,679 at 6%; with 50% employer match about $283,679 at 4% or $189,119 at 6%; with 100% employer match about $212,759 at 4% or $141,840 at 6%.
200910$0$0-
STEEPLE CAPITAL L.P. 401(K) RETIREMENT PLAN-0$0$0-
200814$167,426$40,930$10,233iApproximate average salary by contribution assumption: employee only about $255,813 at 4% or $170,542 at 6%; with 50% employer match about $170,542 at 4% or $113,694 at 6%; with 100% employer match about $127,906 at 4% or $85,271 at 6%.
STEEPLE CAPITAL L.P. 401K RETIREMENT PLAN-4$167,426$40,930$10,233iApproximate average salary by contribution assumption: employee only about $255,813 at 4% or $170,542 at 6%; with 50% employer match about $170,542 at 4% or $113,694 at 6%; with 100% employer match about $127,906 at 4% or $85,271 at 6%.
2007110$606,462$112,070$11,207iApproximate average salary by contribution assumption: employee only about $280,175 at 4% or $186,783 at 6%; with 50% employer match about $186,783 at 4% or $124,522 at 6%; with 100% employer match about $140,088 at 4% or $93,392 at 6%.
STEEPLE CAPITAL L.P. 401K RETIREMENT PLAN-10$606,462$112,070$11,207iApproximate average salary by contribution assumption: employee only about $280,175 at 4% or $186,783 at 6%; with 50% employer match about $186,783 at 4% or $124,522 at 6%; with 100% employer match about $140,088 at 4% or $93,392 at 6%.
2006112$597,379$333,906$27,826iApproximate average salary by contribution assumption: employee only about $695,638 at 4% or $463,758 at 6%; with 50% employer match about $463,758 at 4% or $309,172 at 6%; with 100% employer match about $347,819 at 4% or $231,879 at 6%.
STEEPLE CAPITAL L.P. 401K RETIREMENT PLAN-12$597,379$333,906$27,826iApproximate average salary by contribution assumption: employee only about $695,638 at 4% or $463,758 at 6%; with 50% employer match about $463,758 at 4% or $309,172 at 6%; with 100% employer match about $347,819 at 4% or $231,879 at 6%.
2005111$239,645$235,570$21,415iApproximate average salary by contribution assumption: employee only about $535,386 at 4% or $356,924 at 6%; with 50% employer match about $356,924 at 4% or $237,949 at 6%; with 100% employer match about $267,693 at 4% or $178,462 at 6%.
STEEPLE CAPITAL L.P. 401K RETIREMENT PLAN-11$239,645$235,570$21,415iApproximate average salary by contribution assumption: employee only about $535,386 at 4% or $356,924 at 6%; with 50% employer match about $356,924 at 4% or $237,949 at 6%; with 100% employer match about $267,693 at 4% or $178,462 at 6%.